Professional
Added to YB: 2026-09-11
Pitch date: 2026-09-09
RKT.AX [bullish]
RocketDNA Ltd.
Author Info
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Company Info
RocketDNA Ltd. provides drone-based remote geo-data and automation solutions for the mining, agriculture, and critical asset industries in Africa, Australia, Europe, and North America.
Market Cap
AUD 28.4M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-19.62
P/E
-7.95
EV/Sales
2.89
Sector
Electronic Equipment, Instruments and Components
Category
growth
RocketDNA (ASX:RKT) - Managed autonomy for decision-ready industrial data
RKT.AX (update): RocketDNA’s mining-focused managed-autonomy platform reached $615k of MRR from 24 deployed xBots and 6,338 June 2026 monthly missions, while delivering two consecutive quarters of positive operating cash flow. Valuation is 2.5x annualised June-quarter revenue, but gross margin fell to 39.4% and cash flow remains negative after fleet and software investment. Key proof points are operating leverage, customer diversification and renewal of the concentrated BMA programme beyond October 2026.
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